Pre invoices

List of paragraphs:

• Pre invoices list
• Creating pre invoice
• Reviewing pre invoice
• Creating related entries
• Editing and deleting

Pre invoices module is for managing pre invoices.

Pre invoices list

Select module Pre invoices to see pre invoices list:

Use Search or filters to find specific pre invoice/es.

Creating pre invoice

1

Select module Pre invoices and press Create new pre invoice:

2

Fill in the details, mandatory fields are marked *:

3

Select items to add to pre invoice – do not forget to click blue tick.

4

Press Save or Save and Send if you want to send pre invoice to your client.

Reviewing pre invoice

To review pre invoice, press on its number:

See all the information about pre invoice and select action:

•          Record payment – status will change from unpaid to paid.
•          Convert to invoice – invoice will be created with the identical information.

Creating related entries 

1

To create a related entry, select review, then choose entry type, for example, Tasks, and select New Task.

2

Describe task and press Save.

3

Task will appear both in pre invoice card and in Tasks module.

4

To create a related task, also use this button:

Editing and deleting

To edit pre invoice, use Options menu: 

Also, edit pre invoice while reviewing: 

To delete pre invoice, use More: 

More button also allows to change status, mark as draft or copy pre invoice.